Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Advisor, Osaic Wealth, 2024-2025
- Financial Advisor, Securities America, 2022-2024
- FBL Financial Group, Wealth Advisor, 2021-2021
- TD Ameritrade, New Client Development, 2017-2021
- Allied Oil, Territory Manager, 2015-2016
Education
- Dana College BA Business Administration